Jim
Baker
CFP®
Here to act in your best interests
About me
I began my career as a financial planner in 1999. I love helping my clients succeed, even with all of the ups and downs that life can toss into the mix. Working alongside of my clients and seeing them achieve their lifelong goals and enjoy a secure retirement is highly satisfying.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Business - Virginia Polytechnic Institute and State University
Visit one of our Locations
Washington DC III - Fairfax
4000 Legato Road
8th Floor
Fairfax, VA 22033
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
